AWM
ESS icon

Activest Wealth Management’s Essex Property Trust ESS Stock Holding History

Activest Wealth Management’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$803 – 1193
2025
Q3 		$803 Hold
3
– – ﹤0.01% 902
2025
Q2 		$850 Sell
3
-3
-50% -$843 ﹤0.01% 788
2025
Q1 		$1.84K Buy
6
+5
+500% +$1.46K ﹤0.01% 671
2024
Q4 		$285 Buy
+1
New +$295 ﹤0.01% 600

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Activest Wealth Management's ESS Position: Q4 2025 in Review

Activest Wealth Management sold out of Essex Property Trust (ESS) in Q4 2025, closing a stake of 3 shares — an estimated $803 sold.

Activest Wealth Management first reported a position in ESS in Q4 2024 and held it in 4 quarters. The position peaked at $1.84K in Q1 2025. 619 funds tracked by Wall St. Rank hold ESS as of Q4 2025.

  • Activest Wealth Management reported no remaining Essex Property Trust position as of Q4 2025 after selling out during the quarter.
  • Activest Wealth Management sold 3 Essex Property Trust shares in Q4 2025, an estimated $803.
  • Activest Wealth Management first reported a position in Essex Property Trust in Q4 2024 and held it in 4 quarters.
  • Activest Wealth Management's Essex Property Trust position peaked at $1.84K in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Essex Property Trust as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.